Full Redirect/No Refund
You wish to redirect the full amount of your original gift and accrued interest to another purpose within UWF.
Partial Redirect/Partial Refund
You wish to redirect a portion of your original gift and interest amount to another purpose within UWF.
Full Refund/No Redirect
You wish to receive a full refund of your original gift and interest.
*The IRS requires that the Foundation file an information return (1099) utilizing a IRS Form W-9 to obtain a correct taxpayer identification number (TIN) to report income, such as return of a prior year contribution.
**The Donation Action Request Form was sent via US mail to all Maritime Museum donors.
Tax Advice: Because Foundation employees, under Florida law, are prohibited from holding themselves out as tax experts, we cannot provide tax advice to individual donors. Furthermore, because the tax situation for each donor may vary and each option may have varying tax implications to the individual donor, we recommend that each donor consult their personal tax advisor regarding their option selection and potential implications of itemized deduction recoveries. Additionally, donors may wish to review information provided by the IRS in publications like IRS publication 17 "Your Personal Income Tax", IRS Publication 525 "Taxable and Nontaxable Income, and IRS Publication 526 "Charitable Contributions."
Please contact Sheri Pope, Director, UWF Foundation (850-474-3380) with any questions you may have during this process.